
Kohl's expects fiscal year 2026 net sales and comparable sales to decrease by 2% to flat, with adjusted operating margin projected between 2.8% and 3.4%, and adjusted diluted EPS in the range of $1.00 to $1.60.
Bullish
Kohl's improved Q4 gross margin and operating income, generated strong cash flow from operations, and reduced borrowings under its revolving credit facility and current portion of long-term debt.
Bearish
Kohl's experienced a decrease in net sales and comparable sales for both Q4 and fiscal year 2025, with a negative sales outlook for 2026, alongside an increase in long-term debt.